ISCEBS 18700 W. Bluemound Rd P.O. Box 209 Brookfield, WI 53008-0209 Phone: (262) 786-8771 Fax: (262) 786-8650 iscebs@iscebs.org

Executive Summaries for 2009

Executive Summaries

1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter

1st Quarter 2009

• The Tides of Retirement: New Strategies for Navigating the Sea of Change in DC Plans
  by Barbara J. Hogg, Hewitt Associates
  
• Defined Contribution Plan Design in a Post-PPA Environment
  by Rita Holder, Towers Perrin
  
• Taking Aim at Benchmarking and Evaluating Target Date Funds
  by Ivan Cliff and Lori Lucas, Callan Associates
  
• The Spend-Down Challenge: Succeeding in Uncharted Territory
  by Bill McClain, Mercer
  
• A Plan Sponsor's Guide to Postemployment Investment Issues
  by Susan Alford, CEBS, Aon Consulting
  
• Everything Old Is New Again: Applying Defined Benefit Solutions to Defined Contribution Programs
  by Peter A. Gold and Alan Vorchheimer, Buck Consultants
  
• Helping Retirees Maximize Sustainable Income With Institutionally Priced Annuities
  by Chris Mayer, Principal Financial Group
  
• Who Is Likely to Opt Out of an Automatic Enrolment Plan? Who Is Likely to Stay in? A Study of 401(k) Participation Choices
  by Leslie A. Muller, Economist, Kenneth R. Elliott, U.S. Bureau of Labor Statistics and James H. Moore Jr., New Jersey Department of Labor and Workforce Development

2nd Quarter 2009

• Using Voluntary Benefits Strategically Can Help Employers Address Goals of Retaining Employees and Controlling Costs
  by Anthony J. Nugent, MetLife
  
• Making Benefits Work at Work—Getting More Bang for Your Benefit Buck: One-on-One Guidance Can Help Employees Understand —and Appreciate —Their Benefits
  by Luke J. Vandermillen, Principal Financial Group
  
• Where Is Everyone? The Rise of Workplace Flexibility
  by Carol Sladek, Hewitt Associates and Ellie Hollander, AARP
  
• Replicating the Guaranteed Income of DB Plans in a DC World
  by Melissa Kahn and Roberta Rafaloff, MetLife
  
• 12 Important Things Employers Should Be Doing With Severance Programs in Light of the Current Economy
  by Robert B. Jones, CEBS, Innovative Compensation and Benefits Concepts
  
• Phased Retirement—An Important Part of the Evolving Retirement Scene
  by Anna Rappaport, Anna Rappaport Consulting
  
• How to Make Defined Benefit Pension Plans Attractive to 21st Century Employers
  by Jeffrey R. Kamenir, Consultant

3rd Quarter 2009

• Financial Literacy and the Challenges of the Postretirement Period
  by Anna Rappaport, Anna Rappaport Consulting and Steven Siegel, Society of Actuaries
  
• "Take 5"— Tiffany and Company's Take on Financial Wellness
  by Diane Leary, Buck Consultants, an ACS company
  
• Benefits Literacy, Bugs Bunny and Bridge
  by John Moses and Barbara Hogg, Hewitt Associates
  
• Employee Financial Literacy: One Seasoned Perspective
  by William J. Arnone, Ernst & Young LLP
  
• Calculating Savings Rates in Working Years Needed to Maintain Living Standards in Retirement
  by Gaobo Pang and Mark Warshawsky, Watson Wyatt Worldwide
  
• Beyond the Numbers: Planning Issues that Make the Qualified Plan Limits Worth Understanding
  by Kenn Beam Tacchino, Widener University and David A. Littell, The American College

4th Quarter 2009

• Health Care IT: Supporting Cost Efficiencies in Tough Times by Bruce Hochstadt, M.D. and David Keyt, Mercer
  
• The Great Target-Date Fund Debate: Calculating the Impact of Managing Target-Date Funds "to" Versus "Through" Retirement by Jason L. Ellement, Capital Markets Research Group, and Lori Lucas, Callan Associates
  
• Global Positioning: Managing the Far-Reaching Risks of an International Assignment Program by Charles “Skip” Odell, Metlife, and Cheryl Spielman, Ernst & Young
  
• The New 403(b): Plan Design in Light of New Regulations Post 1/1/09 by Aaron Friedman, Principal Financial Group
  
• Managing Human Resource Cost in a Declining Economic Environment by Edward M. Pudlowski, Ernst & Young
  
• Tough Times Demand Focus—Total Rewards Strategy by Andy Hiles, Hewitt Associates

Cumulative Index by Subject

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